Welcome to the latest issue. Inside, you’ll find an
array of articles about how we can help you further
to plan, grow, protect and preserve your wealth. As
we all know, the ultimate goal money can buy is
financial freedom.
Volatility fluctuates based on where we are in
the economic cycle, but it is a normal feature of
markets that investors should expect. From the
unfathomable Brexit playbook and the continued
prominence of populist ideology, to unconventional
US foreign policy and the retirement of Draghi, the
highly respected European Central Bank president,
uncertainty prevails. On page 8, we consider why it
is essential not to panic and to keep a perspective
when markets are turbulent.
On page 7, we look at passing on wealth and why it
is a sensitive subject, not just because of the financial
complexities of it all, but also the emotion and family
politics involved. Having built up their business or
wealth, many families often wish to enjoy it whilst also
ensuring that it is passed on to the next generation
in their families. But some people find the idea of
discussing passing on wealth uncomfortable.
Today, you’ve got a number of options and
permutations available when it comes to what to do
with your pension in retirement. But lots of choice can
also mean increased confusion. Your retirement might
seem like a far-off prospect, but knowing how you can
access your pension pot can help you understand
how best to build for the future you want. Turn to
page 12 to look at your options.
Also inside this issue, we suggest the ‘Top 5’ list of
tax planning areas to consider now; ask ‘Should you
invest into a pension or an ISA?’; and explain how to
prepare your portfolio for inflation. A full list of the
articles featured in this issue appears on page 4.
